Ryan Kaysen is a CFP-designated registered investment advisor at Integritas Financial, based in Charlotte, NC, with 9 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Estate Planning, High Net Worth, and 4 more. Their firm serves 21 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | Included |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Trust accounts are billed at a flat 1.00% annual fee. Minimum annual fee for Wealth Management Services is $5,000.
Fee Estimator
Contact
Ryan Kaysen
Location
Charlotte, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Ryan works as a consultant for Sound Control Solutions, Inc., a wholesale distribution company, focusing on operations and sales development. This takes about a quarter of his time, with about half of that time occurring during securities trading hours.
Employment History
Current Registrations
Integritas Financial
Previous Registrations
TD Ameritrade, INC.Broker
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
Delaware Capital Management Advisers, INC
Delaware Distributors, L.P.Broker
Sei Investments Distribution CO.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams